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Wells Fargo Clearing Services, LLC CRD 19616
$671B regulatory AUM 5,302 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-26 |
| AZ | RA | APPROVED | 2022-06-17 |
Branch Locations
8601 N Scottsdale Rd Ste 100 [Va-Rbo], Scottsdale, AZ 85253 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Scottsdale | AZ | 10/2012 | 06/2022 |
| Wells Fargo Clearing Services, Llc | Scottsdale | AZ | 06/2022 | Present |
POWER OF ATTORNEY FOR MOTHER; INV RELATED; SCOTTSDALE; AZ; START: 1/1/2016; 1 HOUR A MONTH; 0 HOURS DURING TRADING. POWER OF ATTORNEY FOR FATHER; INV RELATED; SCOTTSDALE; AZ; START: 1/1/2016; 1 HOUR A MONTH; 0 HOURS DURING TRADING. RENTAL PROP - ZAIDS; INV RELATED; PHOENIX, AZ; RENTAL;50% OWNERSHIP; START DATE: 12/01/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; | RENTAL PROP - WY; INV RELATED; PHOENIX, AZ; RENTAL;50% OWNERSHIP; START DATE: 12/01/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; | ZMA 58ST LLC; INV RELATED; PHOENIX,AZ; RENTAL;50% OWNERSHIP; START DATE: 12/01/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-09 |
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